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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K
Name Holding Trade Value Shares
Change
Shares
Change %
CSB
776
City State Bank
Iowa
$30K
AWM
777
Avior Wealth Management
Nebraska
$28.3K +$28.3K +226 New
RIL
778
Rothschild Investment LLC
Illinois
$28.2K +$7.52K +60 +36%
AWM
779
Abound Wealth Management
Tennessee
$27.9K
BONH
780
Bank of New Hampshire
New Hampshire
$26.8K
BAM
781
Bellevue Asset Management
Washington
$25.1K
RDIA
782
RE Dickinson Investment Advisors
Iowa
$25K
AW
783
Avion Wealth
Texas
$25K
MFC
784
Mechanics Financial Corp
Ohio
$24.7K
RA
785
Rise Advisors
New York
$23.9K +$125 +1 +0.5%
NRG
786
Nemes Rush Group
Michigan
$23.8K +$9.4K +75 +65%
GEA
787
Glen Eagle Advisors
New Jersey
$23.2K
AIMA
788
Ables Iannone Moore & Associates
Georgia
$22.9K
NIC
789
Northwest Investment Counselors
Oregon
$22.8K +$22.8K +182 New
PP
790
Pacifica Partners
Canada
$22.7K
NBT
791
Northwest Bank & Trust
Iowa
$22.6K
CFFP
792
Center for Financial Planning
Michigan
$22.6K +$8.02K +64 +55%
BWL
793
Bogart Wealth LLC
Virginia
$22.1K +$13.2K +105 +148%
JFG
794
JDM Financial Group
Texas
$21.1K
Qube Research & Technologies (QRT)
795
Qube Research & Technologies (QRT)
United Kingdom
$20.7K +$20.7K +165 New
TCG
796
Transcendent Capital Group
Oklahoma
$20.5K
FG
797
Fairman Group
Pennsylvania
$20.2K
KFS
798
Kelly Financial Services
Massachusetts
$20.1K
ANBT
799
American National Bank & Trust
Texas
$19.9K
FMB
800
Field & Main Bank
Kentucky
$18.8K